Dynamic Wealth Creation Strategist
7 days ago
Wealth Management at GA Capital Management
Company OverviewGA Capital Management Private Limited is a pioneering firm in the financial services industry, driven by a vision to become a leading aggregator of wealth creation solutions. Founded on a rich legacy of corporate and management consulting expertise, we have consistently provided growth-oriented solutions to medium and small enterprises. Our extensive experience has enabled us to excel in key areas such as fund raising, capital restructuring, private equity, investment banking, and IPO listings.
SalaryThe estimated salary for this role is ₹20-30 lakhs per annum, based on market standards and industry benchmarks.
Job DescriptionAs a dynamic Wealth Creation Strategist, you will play a pivotal role in guiding and supporting clients to achieve their financial aspirations. Your responsibilities will include developing personalized financial strategies, managing investment portfolios, and utilizing financial instruments for both investment growth and risk management.
Required Skills and Qualifications- A Master's degree in marketing & finance, business administration or a related field.
- At least 7 years of experience as a wealth manager in banks or reputed financial services.
- Preferably Certified Financial Planner, or relevant certification of Investment & wealth management.
- A self-starter with an existing client book.
- A proven track record of achieving sales targets and building a successful client portfolio.
- Knowledge of developing and implementing financial plans and managing investments.
- Understanding of financial markets, investment products, and wealth management principles.
- Excellent communication & interpersonal skills to build trust and rapport with clients.
- Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.
We offer a competitive compensation package, an attractive variable structure, comprehensive health benefits, and a collaborative environment that fosters growth and success.
Our OfferThis is an excellent opportunity to join a dynamic team and contribute to the growth of our esteemed organization. If you are a motivated individual with a passion for wealth creation and a drive for excellence, please submit your resume to take the first step towards a rewarding career.
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